Position in EVRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,344,759
+$34,124 QoQ
Shares Held
27,129
-3.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#291
of 935 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Brookstone Capital Management holds $106,991,323 across 21 Utilities - Regulated Electric names. EVRG ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
347,645 | $25,124,304 | |
| 2 | EIX |
Edison International
|
325,771 | $24,253,650 | |
| 3 | SO |
Southern Co
|
176,901 | $16,931,194 | |
| 4 | NEE |
Nextera Energy Inc
|
165,650 | $14,539,100 | |
| 5 | DUK |
Duke Energy CORP
|
38,750 | $4,904,975 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,119 | $3,983,770 | |
| 7 | EXC |
Exelon Corp
|
65,337 | $3,046,010 | |
| 8 | ED |
Consolidated Edison Inc
|
26,423 | $2,923,176 |
All Filings in EVRG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,759 | 27,129 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,310,635 | 28,206 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,872,634 | 25,833 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,970,970 | 25,927 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,851,873 | 26,866 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,004,445 | 29,071 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,772,332 | 28,795 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,602,772 | 25,847 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,423,303 | 26,870 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,278,184 | 23,945 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,056,841 | 20,246 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $877,262 | 17,303 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $892,774 | 15,282 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $812,101 | 13,287 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $534,779 | 8,498 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $403,088 | 6,786 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $327,881 | 5,025 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $320,241 | 4,686 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $323,084 | 4,709 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $290,163 | 4,665 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $247,581 | 4,097 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $302,862 | 5,456 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||